EM
CFP
EM
CFP

Elaine Mcnair

26 Years of Experience
Lubbock, TX
1 DisclosureBrokerSells Insurance

Elaine Mcnair is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lubbock, TX, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

4213 85th St Ste A, Lubbock, TX, 79423

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2016
Settled
Other Business ActivitiesSells Insurance

Elaine is affiliated with West Texas Wealthcare Advisors for non-variable insurance and as a DBA for her LPL business. She is also affiliated with Elaine McNair CPA, Inc. through a CPA affiliate program.

Employment History
Current Registrations
LPL Financial LLC
January 2021 - Present · 5 yrs 4 mos
LPL Financial LLC
January 2021 - Present · 5 yrs 4 mos
LPL Financial LLCBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Avantax Advisory Services
October 2019 - December 2020 · 1 yr 2 mos
Avantax Investment Services, INC.Broker
October 2019 - December 2020 · 1 yr 2 mos
1st Global Advisors INC
November 2000 - October 2019 · 18 yrs 11 mos
1st Global Capital CORP.Broker
August 1999 - October 2019 · 20 yrs 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Elaine Mcnair - Financial Advisor | TrueAdvisor